Adam M. Souply,
CFA, CPFA, AIF®, MBA
Financial Advisor / Managing Director, Flagship Advisory Services / email@example.com
As Managing Director and a Financial Advisor of DBR Flagship Advisory Services, Adam plays a pivotal role in managing relationships with DBR & CO’s high net-worth clients. In his role, he is responsible for providing asset management services geared to support comprehensive financial planning via LifePlan 20/20®.
Adam is a voting member of DBR & CO’s Investment Committee where he performs investment asset class due diligence. He is also instrumental in constructing customized portfolios in alignment with the firm’s Four Seasons Asset Allocation Process.
Adam holds a B.S. degree in Business Administration (Finance/Investment Management Major) and MBA from Duquesne University where he also received a basketball scholarship. In 2017, Adam earned one of the highest distinctions in the investment management profession, the Chartered Financial Analyst® designation (CFA®). Most recently, he obtained the Certified Plan Fiduciary Advisor (CPFA) and Accredited Investment Fiduciary (AIF®) credentials, expanding his knowledge of working with company retirement plans.
Adam and his wife, Thea, have two young boys, Luc and Jackson. When not spending time with his family, Adam enjoys being an active member of his church, traveling and playing basketball.